Neptune Technology Group Inc Retirement Savings & Investment Plan — Form 5500 plan (Neptune Technology Group Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Neptune Technology Group Inc Retirement Savings & Investment Plan is a benefit plan reported by Neptune Technology Group Inc under EIN 13-4192672 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $117,267,475 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$117.3MPlan net assets, end of year$117,267,475
Participants712Covered participants reported
Assets / participant$164.7KComputed: assets ÷ participants$164,702 (computed)
Provider compensation$89.8K2 Schedule C provider row(s)$89,831
- Plan sponsor
- Neptune Technology Group Inc
- EIN
- 13-4192672
- Plan number
- 001
- Plan type
- 2
- Location
- Tallassee, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20240719140008NAL0012214400001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$117.3M total assets
Net assets$117.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $117,267,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,267,475
- Net assets (BOY)
- $99,998,674
Income & contributions
- Employer contributions
- $4,416,210
- Participant contributions
- $5,511,956
- Total contributions
- $10,413,033
- Total income / additions
- $26,075,910
Expenses & distributions
- Benefits paid
- $8,707,606
- Administrative expenses
- $89,831
- Total expenses
- $8,807,109
- Net increase / (decrease)
- $17,268,801
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $46,636 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $43,195 | not reported in the loaded dataset | 2023 |